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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,611 | $110,212-94.0% | $96,534-93.2% | $139,466-95.3% |
| Participation rate | 38.1% | 78.1%-40.0pp | 76.0%-37.9pp | 80.3%-42.2pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,107 | $3,620-69.4% | $2,965-62.7% | $4,754-76.7% |
| Participant deferral / active EE | $1,471 | $5,547-73.5% | $4,851-69.7% | $6,712-78.1% |
| Admin fee / account holder | $14 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |